Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery Scott Burrus is a financial advisor with Stifel, Nicolaus & Company, Inc.. Jeffery is a registered investment advisor with over 30 years of experience in the financial services industry. Jeffery's professional experience spans a number of firms including Raymond James & Associates, Inc., Morgan Keegan & Company, Inc., UBS Financial Services Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Smith Barney Inc. Jeffery holds a Series 7, Series 63, and Series 65 licenses and is registered to provide financial services in 12 states. Jeffery specializes in portfolio management for individuals, businesses, and pooled investment vehicles.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
08/29/2013 - Present
Stifel, Nicolaus & Company, Inc. (AUSTIN TX)
TX
02/13/2013 - 08/30/2013
RAYMOND JAMES & ASSOCIATES, INC. (AUSTIN TX)
TX
02/27/2006 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (AUSTIN TX)
NJ
02/19/1999 - 03/17/2006
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
09/14/1996 - 02/24/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
04/07/1994 - 09/12/1996
SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 04/14/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/07/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/1994
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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